See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,922 | $65,561+12.8% | $86,188-14.2% | $75,163-1.7% |
| Participation rate | 97.3% | 60.5%+36.8pp | 69.0%+28.3pp | 67.2%+30.1pp |
| Annual return | 9.35% | 46.05%-36.7pp | 1168.45%-1159.1pp | 160.62%-151.3pp |
| Employer contribution / active EE | $2,230 | $1,553+43.6% | $2,380-6.3% | $2,670-16.5% |
| Participant deferral / active EE | $2,784 | $3,024-7.9% | $3,985-30.1% | $4,125-32.5% |
| Admin fee / account holder | $4,007 | $5,474-26.8% | $6,852-41.5% | $5,651-29.1% |